Shared Vision Wealth Group LLC Technology Sector Spdr Transaction History
Shared Vision Wealth Group LLC
- $236 Billion
- Q3 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Technology Sector Spdr stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 1,432 shares of XLK stock, worth $412,630. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,432
Previous 1,432
-0.0%
Holding current value
$412,630
Previous $376 Million
8.66%
% of portfolio
0.17%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding XLK
# of Institutions
2,611Shares Held
184MCall Options Held
9.53MPut Options Held
14.1M-
Bank Of America Corp Charlotte, NC12.1MShares$3.47 Billion0.24% of portfolio
-
Wells Fargo & Company San Francisco, CA11.6MShares$3.33 Billion0.64% of portfolio
-
Morgan Stanley New York, NY10.5MShares$3.03 Billion0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.68MShares$2.21 Billion0.68% of portfolio
-
Envestnet Asset Management Inc5.28MShares$1.52 Billion0.46% of portfolio